Finance Score: 6
Governance Score: 3
Support Score: 11
  • Good reserves management: +3
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Overall weighted support: +11
Overall GiG Score: 20 ?

THE COLEBRIDGE TRUST LTD

Tackling inequalities relating to health, wellbeing, inclusion, poverty, employment and skills in Solihull and surrounding areas (Birmingham & Warwickshire).To promote the voluntary sector for the public benefit in Solihull by building the capacity of voluntary sector organisations and providing them with the necessary support, information and services.
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period
  • There have been no material income shortfalls in recent years
  • Fundraising costs are unusually low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23£935£913£22£27£604£5076.73936
31/03/22£1,130£1,004£127£26£581£50063737
31/03/21£962£796£165£31£455£33253329
31/03/20£770£709£61£28£290£2063.52827
31/03/19£706£706£0£37£267£2043.52818
31/03/18£768£742£27£26£229£1702.8290
31/03/17£806£791£15£18£202£1452.2290
31/03/16£719£603£116£34£188£1312.6310
31/03/15£654£617£38£120£80£661.3180

Financial Ratios
Fundraising Costs/Relevant Income: 4.8%
Fundraising Costs/Total Spending: 3%
Highest pay band: Less than £60,000
Liabilities/Assets: 23%
Liabilities/Income: 19%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 6.7 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3.5
Asset Split ?
Balance Sheet History
Established: 11 years
(22 years as a company)

www.colebridge.org

info@colebridge.org

01214480720

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Amateur Sport
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • Other Charitable Purposes
  • Recreation
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Philanthropic intermediaries and volunteering
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to organisations
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Birmingham City, Solihull, Warwickshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
National Lottery Community Fund£270,376
Barrow Cadbury Trust£50,000
Department for Work and Pensions£46,752
Heart Of England Community Foundation£10,000
Co-Op Foundation£10,000
DCMS£9,795
Specific Donations
Amount When
Months
To be used for
Barrow Cadbury Trust - Solihull Social Economy Cluster
£50,000 24/01/2024
14
To develop a plan to grow the social enterprise sector in Solihull
National Lottery Community Fund - Steps to the Real Me 2
£260,426 09/03/2023
Funding will support a partnership between three organisations operating across Solihull to deliver a personal development project for young people aged 13-18 (aged up to 25 years for people with disabilities and complex needs). The project aims to ....more
National Lottery Community Fund - Community Walking Trails
£9,950 10/06/2022
The funding will be used to deliver weekly walking trail projects across four risk assessed sites for families struggling to afford paid for activities incorporating activity packs for children to complete tasks along the route. The project will be ....more
Department for Work and Pensions - COLEBRIDGE TRUST
£46,752 01/04/2022
The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Heart Of England Community Foundation - North Solihull Gardening Project
£5,000 27/09/2021
Towards the cost of a community gardening project to be delivered at three named sites in North Solihull.
Heart Of England Community Foundation - Happy Streets
£5,000 19/02/2021
To create a team of 20 Volunteer Community Organisers (community connectors) who will be trained in befriending skills and will support up to 150 local residents who are socially isolated.
Co-Op Foundation - The Colebridge Trust STC Expand application
£10,000 18/01/2021
The Happy Streets project will recruit and train 20 community volunteers.
DCMS - Coronavirus Community Support Fund
£9,795 19/06/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Co-Op Foundation - STC Explore
£7,681 03/10/2019
A mapping exercise will identify under-used communal spaces. The community will then be engaged to decide how best to use these spaces.
National Lottery Community Fund - Steps to the Real Me
£278,246 25/06/2019
36
The project will deliver a personal development project for young people aged 13-18 to improve the life chances of young people in Solihull. The project will deliver employment and skills programmes whilst working with people of all ages who often ....more
National Lottery Community Fund - Junction is Fit for the Future
£7,120 27/07/2018
12
This funding will be used to help local residents independently manage their local community centre. The project aims to facilitate research, education and skills training to empower members in community management.
National Lottery Community Fund - Volunteering Project for Adults with Aspergers
£10,000 14/03/2013
12
This is a project by a community organisation in Solihull, West Midlands. The group will use the funding to deliver a volunteer placement programme for people with Aspergers syndrome. This will enable beneficiaries to improve communication skills ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split

Age Range of Trustees: 43-78
  • ANDREW POTTER Appointed: 2019, Occupation: Company Director
  • DAVID DUNKLEY (Chair) Appointed: 2011, Occupation: Education Advisor
  • JENNIFER TIMBRELL Appointed: 2020, Occupation: Hr Business Partner
  • LISA HARRISON Appointed: 2020, Occupation: Director
  • PHILIP HAMMOND Appointed: 2018, Occupation: Retired
  • RICHARD CLARK Appointed: 2024
  • WARREN ALBUTT Appointed: 2018, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 24/01/2014, number: 1155468
  • Registered at Companies House on 02/07/2002, number: 04475291
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
9 returns made; all on time
Main office

The Colebridge Trust
Junction
100 Chapelhouse Road
BIRMINGHAM
B37 5HA

Objectives

THE OBJECTS OF THE COMPANY (”THE OBJECTS”) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:A.THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION IN SOLIHULL BY ALL OR ANY OF THE FOLLOWING MEANS:I. THE RELIEF OF UNEMPLOYMENT:II. THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE, AND PROVIDING UNEMPLOYED PEOPLE WITH WORK EXPERIENCE:III. THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP: (I) IN SETTING UP THEIR OWN BUSINESS, OR (II) TO EXISTING BUSINESSES:IV. THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES:V. THE PROVISION OF PUBLIC HEALTH FACILITIES:VI. SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION FOR ENGLAND AND WALES.B.TO PROMOTE THE VOLUNTARY SECTOR FOR THE PUBLIC BENEFIT IN SOLIHULL BY BUILDING THE CAPACITY OF VOLUNTARY SECTOR ORGANISATIONS AND PROVIDING THEM WITH THE NECESSARY SUPPORT, INFORMATION AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE.‘THE VOLUNTARY SECTOR’ MEANS CHARITIES AND VOLUNTARY ORGANISATIONSCHARITIES ARE ORGANISATIONS, WHICH ARE ESTABLISHED FOR EXCLUSIVELY CHARITABLE PURPOSES IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.VOLUNTARY ORGANISATIONS ARE INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIESC.SUCH OTHER PURPOSES AS ARE EXCLUSIVELY CHARITABLE IN ACCORDANCE WITH THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE

Data Sources

Charity Commission for England and Wales
360 Giving

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